Roles

Configuring Roles and Permissions

Roles can be viewed and managed on the 'Roles' page of the SiteManager Platform settings. The 'Roles' page is made up of two parts, the 'Roles' list will show the roles that are available and can be assigned to users, this includes the 'Pre-Defined' roles and 'Custom Roles'. The 'Permissions' list shows the permissions that are enabled for the selected role:

There are eight pre-defined roles that are available by default, these are the same roles that are shown below along with the permissions that are assigned to the role:

Role	Permission
Administrator	This role has all permissions assigned and grants full administrative access to SiteManager Platform, SiteDeploy, and SiteBackup.
Viewer	This role has no permissions assigned and grants minimum access to SiteManager Plaform, SiteDeploy, and SiteBackup. A user with this role can view the majority of information available in SiteManager Platform, SiteDeploy and SiteBackup, but can't make changes beyond configuring their own instance of the dashboard and table layouts.
Backup Operator	Backups: Run Now Backups Pause Active Backups Cancel Active Backups Toggle Scheduled Backup Plans Repositories: Access Repository Browser Remote Sync: Run Now Remote Syncs Cancel Active Remote Syncs Verification: File Verification
Restore Operator	Repositories: Access Repository Browser Open Repository Browser Files Restore: Run Restores Pause Restores Cancel Restores Rescue Media: Manage Rescue Media & Tools Download Rescue Media Files Login via Rescue Media Drivers: Manage Drivers Verification: File Verification
Backup Manager	Backups: Run Now Backups Pause Active Backups Cancel Active Backups Manage Scheduled Backup Plans Toggle Scheduled Backup Plans Manage Definitions Manage Schedules Agents: Computer Actions Remote Agent Installation Remote Agent Upgrade Administrator Computer Actions Add & Remove Agents Manage Agent Tags Repositories: Manage Repositories Access Repository Browser Delete Repository Browser Files Open Repository Browser Files Remote Sync: Run Now Remote Syncs Cancel Active Remote Syncs Manage Remote Syncs Toggle Remote Syncs Restore: Run Restores Pause Restores Cancel Restores Rescue Media: Manage Rescue Media & Tools Download Rescue Media Files Login via Rescue Media Drivers: Manage Drivers Verification: File Verification
Deployment Operator	Rescue Media: Login via Rescue Media Deployment: Run Deployments Pause Deployments Cancel Deployments Manage Deployment Media Download Deployment Media Driver: Manage Drivers
Deployment Manager	Rescue Media: Login via Rescue Media Deployment: Run Deployments Pause Deployments Cancel Deployments Manage Deployments & Golden Image Stores Manage Golden Image Tags Manage Deployment Media Download Deployment Media Drivers: Manage Drivers
Server Manager	Agents: Administrator Computer Actions Repositories: Manage Repositories Access repository Browser Rescue Media: Manage Rescue Media & Tools Drivers: Manage Drivers Licensing: Manage Licenses Settings: Manage Settings Update the SiteManager Platform

The pre-defined roles themselves cannot be edited, however, the roles can be easily copied and used as the basis for a custom role by selecting the 'Copy' icon next to the relevant role. Alternatively, select '+ Add Custom Role' to create a new custom role with no permissions pre-selected.

Any combination of permissions can be selected from the permissions list to be assigned to the new custom role.

Select 'Save' to save the custom role with the selected permissions. The role will now be available when adding users to the SiteManager Platform, or modifying the roles that are assigned to existing users. Read more about assigning the roles to users here.